Wealth Advisor: Private Client & Planning Expert

TwinThread; Boca Raton (FL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in Boca Raton, Florida is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. You will build client relationships through effective management and financial advice, ensuring clients have a positive experience.

The ideal candidate will have at least 2 years in a Financial Advisor role, a valid Series 7, and a Series 66 license. The company values diversity and offers a competitive rewards package including healthcare, retirement plans, and other benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and relationship management.
• Valid and active Series 7 and Series 66 licenses are required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide holistic financial coaching beyond investments.
• Educate clients on technology and channels for managing investments.

Skills

Client acquisition

Relationship management

Financial analysis

Investment solutions

Education

Bachelor's degree

Certified Financial Planning (CFP)

Job description

J.P. Morgan Chase in Boca Raton, Florida is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. You will build client relationships through effective management and financial advice, ensuring clients have a positive experience.

The ideal candidate will have at least 2 years in a Financial Advisor role, a valid Series 7, and a Series 66 license. The company values diversity and offers a competitive rewards package including healthcare, retirement plans, and other benefits.